The DZ Customer Supplement window contains two fields for managing state issued tax exemption certificates. They are the Tax Exemption Number and Exempt Status Expiration Date fields.
To setup a tax exemption certificate for a customer:
If you need to identify why a customer is exempt on your DynamicZip Tax Reports then you can assign an Exemption Type on the DZ Customer Address Supplement window.
Allow Override By State FAQ
Exempt Customer FAQ
Frequently Asked Questions
Glossary